WIM
Westside Investment Management’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Buy |
457
+151
| +49% | +$52.2K | 0.03% | 283 |
|
|
2025
Q1 | $52.7K | Hold |
306
| – | – | 0.01% | 395 |
|
|
2024
Q4 | $76K | Hold |
306
| – | – | 0.02% | 345 |
|
|
2024
Q3 | $54.5K | Hold |
306
| – | – | 0.01% | 387 |
|
|
2024
Q2 | $68K | Hold |
306
| – | – | 0.02% | 345 |
|
|
2024
Q1 | $81.1K | Sell |
306
-175
| -36% | -$46.4K | 0.02% | 322 |
|
|
2023
Q4 | $83.7K | Sell |
481
-650
| -57% | -$113K | 0.02% | 299 |
|
|
2023
Q3 | $84.9K | Buy |
1,131
+450
| +66% | +$33.8K | 0.02% | 291 |
|
|
2023
Q2 | $48.7K | Sell |
681
-440
| -39% | -$31.5K | 0.01% | 356 |
|
|
2023
Q1 | $61.3K | Sell |
1,121
-10
| -0.9% | -$547 | 0.02% | 329 |
|
|
2022
Q4 | $15.9K | Sell |
1,131
-1,650
| -59% | -$23.3K | 0.04% | 178 |
|
|
2022
Q3 | $38.8K | Buy |
2,781
+20
| +0.7% | +$279 | 0.09% | 141 |
|
|
2022
Q2 | $49.3K | Buy |
2,761
+2,441
| +763% | +$43.6K | 0.11% | 125 |
|
|
2022
Q1 | $60.3K | Buy |
320
+9
| +3% | +$1.7K | 0.13% | 120 |
|
|
2021
Q4 | $46.3K | Sell |
311
-130
| -29% | -$19.3K | 0.11% | 128 |
|
|
2021
Q3 | $71.3K | Buy |
441
+116
| +36% | +$18.8K | 0.16% | 103 |
|
|
2021
Q2 | $50.7K | Buy |
+325
| New | +$50.7K | 0.12% | 118 |
|